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Training #3556

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Deploy and Train Events use of New Sales Process

Added by Kathy Zastoupil about 1 month ago. Updated about 1 month ago.

Status:
In Progress
Priority:
Low
Author:
Kathy Zastoupil
Assignee:
Kathy Zastoupil
Start date:
Jan 26, 2026
Due date:
% Done:

20%

Estimated time:
4:00 h
Time log:
1:00 h
Quote History

Description

Train Event Manager on use of new Forms and Sales Procees in Salesforce.

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 #1

Updated by Kathy Zastoupil about 1 month ago

  • Status changed from Assigned to In Progress
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 #2

Updated by Kathy Zastoupil about 1 month ago

  • % Done changed from 0 to 20

Trained Cesar (F&B), Catherine (Outside Sales), and Hall (Director) on use of Event Opportunity and how to add Products and adjust pricing and how Conga will

create the documents.

Also available in: Atom PDF